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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,766 | $209,422+79.9% | $178,503+111.1% | $158,982+137.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.88% | 188.81%-160.9pp | 151.12%-123.2pp | 302.99%-275.1pp |
| Employer contribution / active EE | $15,416 | $5,707+170.1% | $5,011+207.6% | $4,763+223.7% |
| Participant deferral / active EE | $11,183 | $5,955+87.8% | $5,202+115.0% | $5,983+86.9% |
| Admin fee / account holder | $8,184 | $17,079-52.1% | $13,987-41.5% | $11,252-27.3% |